GOODHAVEN CAPITAL MANAGEMENT, LLC Information

4940 SW 83RD STREET, MIAMI, Florida, 33143, (305) 677-7650

Report Date: 03/31/2015

Position Statistics

Total Positions 25
New Positions 0
Increased Positions 1
Decreased Positions 22
Positions with Activity 23
Sold Out Positions 0
Total Mkt Value (in $ millions) 318

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 11.51%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.83%
Energy 10.49%
Financial 24.55%
Healthcare
Services 23.05%
Technology 22.08%
Transportation
Utilities

25 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
GOOGLE INC CL A 13,801 -362 (2.56) 20,990
GOOGLE INC CL C 13,141 -335 (2.49) 21,005
WHITE MTNS INS GROUP LTD COM 23,666 -3,036 (11.37) 33,521
ALLEGHANY CORP DEL COM 16,748 -520 (3.01) 34,452
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,582 -2,048 (23.73) 46,111
GOLDCORP INC NEW COM 647 -3 (0.51) 48,750
SEARS HLDGS CORP WT EXP 121519 921 -16 (1.74) 70,310
VERIZON COMMUNICATIONS INC COM 3,423 -292 (7.87) 73,150
MICROSOFT CORP COM 4,483 -7,408 (62.3) 95,985
DEUTSCHE BK AG LONDON BRH DB INVR JAP GOV 2,208 New 122,624
SPECTRUM BRANDS HLDGS INC COM 15,947 -5,393 (25.27) 150,515
DEUTSCHE BK AG LONDON BRH DB 3X IV JAP GOV 2,530 New 168,337
OCWEN FINL CORP COM NEW 1,686 -8,622 (83.64) 200,000
MARKET VECTORS ETF TR GOLD MINER ETF 3,648 -2,072 (36.23) 265,300
SEARS HLDGS CORP COM 6,031 -102 (1.66) 279,842
FEDERATED INVS INC PA CL B 16,745 -256 (1.51) 496,740
SYSTEMAX INC COM 4,299 -51 (1.16) 630,327
HRG GROUP INC COM 9,095 -810 (8.18) 638,251
HEWLETT PACKARD CO COM 22,938 -17,150 (42.78) 751,586
LEUCADIA NATL CORP COM 20,078 -4,271 (17.54) 853,668